Job Description
Eden Scott’s client is a leading financial planning firm dedicated to providing tailored solutions and exceptional service to their clients. Located in the heart of Edinburgh the team consists of experienced professionals who are committed to helping individuals achieve their financial goals.
Key Responsibilities:
1. Review investment portfolio, asset allocation, risk profile etc.
2. Review existing investments and pension and establish if they are still suitable
3. Carry out due diligence on any products recommended for clients in line with MiFID 2 requirements
4. Prepare information/comparisons for analysis by Adviser
5. Liaise with client’s legal and tax advisers (if applicable)
6. Consider current and future allocation of assets for investment strategy with regard to client risk profile
7. Assist in the preparation and maintenance of client files, ensuring all compliance paperwork is complete and accurate.
8. Organise and manage client documentation to facilitate smooth and efficient workflows.
9. Conduct comprehensive research to identify suitable financial solutions for clients.
10. Collaborate with senior team members to analyse options, evaluate products, and make informed recommendations.
11. Stay updated on industry trends, regulations, and best practices to enhance the quality of our services.
12. Supp...